Research & Tools

Much of what I write about on Winning the Day comes from original work by Recruiting Insight, the real estate recruiting company I lead with my partner Ben Hess. This page collects that research, the proprietary assessment we use, and the guides and tools brokerage leaders can download. All downloads are free through the Recruiting Insight Resource Library.

Original research · Quarterly, with Lone Wolf

Agent Migration and Brokerage Model Performance Report

Recruiting Insight’s quarterly study of agent movement and brokerage model results, produced with Lone Wolf Technologies. It tracks which agents move, where they go, how much production moves with them, and which brokerage models gain or lose talent.

See the report
Proprietary assessment

Core Capacities Index (CCI)

Recruiting Insight’s proprietary assessment that helps real estate sponsoring brokers understand how a candidate is wired across four capacities: Builder (power and action), Merchant (vision and connection), Innovator (wisdom and strategy) and Banker (knowledge and order).

Learn about the CCI

Our frameworks

Daily standardDaily TCF+

The daily recruiting activity standard: Touches, Conversations, Face-to-face appointments, plus referrals earned and agents who join.

Follow-upD.R.I.S.

Follow-up that earns the next conversation: Data, Recognition, Insight and Stories.

Case studies

John L. Scott Yakima
42 to 75 agents

How John L. Scott Yakima grew from 42 to 75 agents and a 25% market share after 90 Days to Recruiting Success.

Read the case study
Initiating more conversations
John Coyne

How John Coyne used a personalized agent performance self-assessment to start more warm recruiting conversations.

Read the case study

Books and guides

Book · also Cliff Notes and audiobookThe Simple Psychology of Real Estate Recruiting, 2nd Edition

How to build rapport quickly, listen well and understand why agents choose or leave an office.

Download free →
GuideThe Real Estate Personas and Avatars

A framework for recognizing the different types of agents you recruit and tailoring the conversation to what actually motivates each one.

Download free →
GuideThe Ultimate Interview Guide

A human-centered interview framework built around habits, ambition and beliefs, for better recruiting decisions.

Download free →
GuideBelief Stack Guide, 2nd Edition

How a leader’s thinking, more than the market or splits, drives recruiting results.

Download free →
White paperRecruiting and Retaining in the New Normal

Why the talent market has permanently changed and how to build recruiting infrastructure for it.

Download free →
ManualCEO Team Manual

How to structure, start and run a profitable real estate team.

Download free →
GuideScience of Smart Goal Setting

The research behind SMART goals, with daily, weekly and quarterly planners.

Download free →
GuideSmall Group Guide

How to run CoRecruit Productivity Groups as peer advisory boards with a four-step meeting process.

Download free →

Tools and worksheets

ChecklistClose the Gap Checklist

Rate your business from database to appointments and find the gaps holding you back.

Download free →
WorksheetCoRecruit Quarterly Review Worksheet

Track contacts, referrals, appointments and closings, and set next quarter’s goals.

Download free →
Question setSelf-Activating Questions

Questions that help recruiting prospects identify their own challenges and motivations.

Download free →
GuideLeveraging Today’s Market Conditions

Strategies for targeting the right agents, sharpening your value proposition and following up with value.

Download free →

Win the day.